GIA
GHP Investment Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3K | Hold |
657
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $68.8K | Hold |
657
| – | – | ﹤0.01% | 467 |
|
|
2024
Q4 | $83.5K | Sell |
657
-160
| -20% | -$20.3K | ﹤0.01% | 449 |
|
|
2024
Q3 | $115K | Sell |
817
-188
| -19% | -$26.4K | 0.01% | 422 |
|
|
2024
Q2 | $127K | Sell |
1,005
-84
| -8% | -$10.6K | 0.01% | 412 |
|
|
2024
Q1 | $162K | Hold |
1,089
| – | – | 0.01% | 396 |
|
|
2023
Q4 | $159K | Hold |
1,089
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $163K | Hold |
1,089
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $188K | Buy |
1,089
+292
| +37% | +$50.4K | 0.01% | 379 |
|
|
2023
Q1 | $144K | Hold |
797
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $142K | Hold |
797
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $135K | Hold |
797
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $139K | Hold |
797
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $162K | Buy |
+797
| New | +$162K | 0.01% | 380 |
|
|
2018
Q3 | – | Sell |
-1,416
| Closed | -$204K | – | 302 |
|
|
2018
Q2 | $204K | Buy |
+1,416
| New | +$204K | 0.03% | 289 |
|
|
2018
Q1 | – | Sell |
-1,407
| Closed | -$205K | – | 298 |
|
|
2017
Q4 | $205K | Buy |
+1,407
| New | +$205K | 0.03% | 295 |
|